B2B Marketing Analytics Essentials Workshop

Next Class:

Thursday, July 11, 2024





12PM – 3PM ET (3 HOURS)


$399 USD

This course will enable you to implement B2BMA, understand what comes out-of-the-box, and start to pave your path for what’s next for your analytics.

B2B Marketing Analytics is a CRM Analytics app that uses marketing and sales data that’s populated through your Salesforce connector. In this B2BMA training workshop, uncover all the possibilities B2BMA brings and how to bring the tool to life in your org.

You’ll learn how to show and understand the impact of your marketing and sales efforts with advanced marketing analytics and data-driven insights.

But where do we start? What comes out of the box, and how should we think about and approach this powerful tool?

This B2BMA training course is intended for: B2B Marketing Analytics users, junior data scientists, marketing analysts, Account Engagement admins, Salesforce admins, and marketing operations managers

Have questions first? Ping us at [email protected]

Course Info

B2B Marketing Analytics Essentials Workshop
  • How to deploy B2B Marketing Analytics
  • Overview of B2B Marketing Analytics terms
  • Overview of out-of-the-box reports and dashboards
  • Customizing standard reports in small but powerful ways
  • You will need access to Salesforce (Developer or Trailhead Playground), Account Engagement, and B2B Marketing Analytics app to participate in the course
    • Salesforce administrative access (or equivalent) is ideal
    • Account Engagement administrative access (or higher) is ideal
    • B2B Marketing Analytics access with manage CRM Analytics templated apps and Create B2B Marketing Analytics Apps permission sets is ideal
  • A working camera and mic to participate through Zoom video chat
  • Willingness to learn and participate
  • 3-hour time commitment
  • Thursday, July 11
  • Wednesday, September 4

All Workshops are from 12 – 3 pm ET, unless otherwise noted.

Sounds great! I’m in!

We can’t wait to see you there. All you need to do now is make sure you meet the course requirements and fill out this form.

Have questions first? Ping us at [email protected].

Let's move beyond the surface and uncover insights that drive real impact. Get ready to transition from reporting to strategic analysis – it's where the real magic happens."

Cara Clanton Pope
CRM Analytics Program Manager and Instructor

Q&A Time: Getting started with workshop training

You’re probably wondering these things about Salesforce training. So here you go.

Seats for this workshop start at $450 USD per seat unless otherwise stated on this page due to a special promotion.

Depending on student participation, this workshop normally runs for 3 hours.

All prerequisites for this workshop are listed in the prerequisite section of this page. It is expected that students will have their account to run training in.

You can connect with your instructor regarding questions you may have during the workshop. If you or your team have further needs, please contact us for other support options.

If you have any additional questions, please contact the Sercante training team at [email protected] or via our contact us form. We’ll be happy to help!